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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$13.83
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets22.79M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. AVPEX (22.8M). AVPEX pays higher dividends than FSWFX: AVPEX (8.56) vs FSWFX (0.85). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.64) is less costly to investors than FSWFX (0.76). FSWFX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). AVPEX annual gain was more profitable for investors over the last year : 12.03 vs. FSWFX (10.68).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.38 | 0.76 | 313% |
| Annual Report Gross Expense Ratio | 2.64 | 0.76 | 347% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 4.142 | 8.746 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.8M | 79.1B | 0% |
| Annual Yield % from dividends | 8.56 | 0.85 | 1,010% |
| Returns for 1 year | 12.03 | 10.68 | 113% |
| Returns for 3 years | 40.36 | 36.18 | 112% |
| Returns for 5 years | 57.31 | N/A | - |
| Returns for 10 years | 100.73 | N/A | - |